Microsoft Navision Introduction
Course 8324: Two days; Instructor-Led

Introduction
This two day course is designed as an introduction to the core functionality of Microsoft® Business Solutions-Navision®. This course provides information that students should know before taking the Microsoft(Navision Financials Series I and II, Trade, and Manufacturing courses.

Audience
This course is intended for individuals on the implementation team, administrating or using the modules in Microsoft Navision. This audience typically includes individuals who will be implementing Microsoft Navision and assisting the users. Additionally, individuals responsible for training or supporting Microsoft Navision benefit from the course.

At Course Completion
After completing this course, students should be able to:

• Navigate within Microsoft Navision

• Use online help and the short cut keys

• Understand the technological underpinnings of Microsoft Navision

• Process purchase and sales transactions

• Use the basic financial management functionality

• Know the financial reporting options in Microsoft Navision

• Use the basic manufacturing functionality

• Understand at a high level the functionality available in Marketing, Resource Planning, Service Management, Human Resources, Business Notification, and eCommerce

Course Outline
Chapter 1: Getting Started

In this chapter, you obtain an overview of basic Microsoft Navision functionality, including customizing the look of Navision windows, basic Navision navigation functionality, editing, viewing, deleting, and adding information.

Lessons

• Navigate through Application Windows

• Enter Information

• Edit Information

• Functionality of Menu, Tool and Comand Bars

• Accessing 'Help'

Exercise

• Test Your Knowledge

After completing this module, students should be able to:

• Navigate within Microsoft Navision

Chapter 2: Technology

This chapter covers the more technical aspects of using Microsoft Navision. These aspects include the Development Environment, Server Options, Application Server, and Multilanguage functionality.

Lessons

• Overview of Development Environment

• Setting up Server options including Application Server

• Multilanguage setup

Exercise

• Test Your Knowledge

After completing this module, students should be able to:

• Understand the development environment on a high level

• Set up multilanguage features

Chapter 3: Order Processing - Purchases, Payables, and General Ledger

This chapter covers the order processing functionality of Microsoft Navision. In this chapter you learn more about the various steps of purchase order processing in Microsoft Navision. Through exercises you will become more familiar with how this functionality is integrated into the program.

Lessons

• Vendor Setup

• Item Setup

• Create a Purchase Order

• Create a Purchase Invoice

• Posting

• Processing Payables

• General ledger entries and adjustments

Exercises

• Create a Purchase Order

• Invoice a Purchase Order

• Process Payment for an Invoice

• Adjusting a Journal Entry

After completing this module, students should be able to:

• Create, invoice, and process payment for a purchase order

• Make general ledger adjustments

Chapter 4: Order Processing - Sales and Receivables

This chapter contains more information on the Order Processing functionality within Microsoft Navision. In this chapter, you build upon the knowledge gained in the previous chapter by using Sales Order Processing functionality in Microsoft Navision.

Lessons

• Sales Order Processing

• Customer Setup

• Create Sales Quote

• Review Item Ledger Postings

• Receivable Processing

• Review payment receipt postings

Exercise

• Create Sales Order

• Post Cash Receipt

After completing this module, students should be able to:

• Set up customers

• Create sales quotes and orders

• Process payment receipt

• Review related ledger transactions

Chapter 5: Finance - Reporting

This chapter contains an overview of the Microsoft Navision reporting functionality available. Financial reporting in this chapter consists of chart of accounts, standard reports, account schedules, analyses by dimensions, and business analytics.

Lessons

• Chart of Accounts Reporting

• Standard Finance Reports

• Account Schedules

• Analysis View

• Analysis by Dimensions

• Business Analytics

Exercise

• Test Your Knowledge

After completing this module, students should be able to:

• Process reports within the Finance module

Chapter 6: Manufactoring

This chapter contains an overview of the Microsoft Navision manufactoring functionality. This involves the definition of an item, and the creation of bills of material and routings. Through exercises, you create production orders and work with the calculation of standard cost.

Lessons

• Items and Item cards

• Bill of Material

• Routing

• Calculate Standard Costs

• Production Order

Exercise

• Create an Item

• Create a Bill of Material

After completing this module, students should be able to:

• Setup items, bills of materials and production orders

• Understand the calculation of standard costs within Microsoft Navision

Chapter 7: Other Functional Areas

In this section, you obtain an overview of marketing, jobs, resources, service management, human resources, business notification, and eCommerce. More detailed information on these features in the program can be found in other courses.

Lessons

• Marketing

• Resource Planning

• Service Management

• Human Resources

• Business Notification ( types, sending

• eCommerce

Exercise

• Test Your Knowledge

After completing this module, students should be able to:

• Demonstrate a basic knowledge of Marketing, Resource Planning, Service Management, Human Resources, Business Notification, and eCommerce